Tag Archive for: Financial Services

Customer Management in a world of Intermediaries and Brokers

“Just who is the customer here?” In this article, the third in our series exploring the intermediated / broker relationships in Financial Services, we focus on the q… Read more

How Equitable are your Broker and Intermediary Relationships?

BROKERS AND INTERMEDIARIES “DEPENDENT or INTERDEPENDENT” How Equitable are your Relationships? The role of the broker / intermediary / agent within the financia… Read more

RBS vs O2 – Understanding the power and value of trust

We have two recent examples of problems within massive UK businesses, one which appears to understand the power and value of trust and another which does not. In June the systems pr… Read more